2023 Form 5500 filing — Iron Workers District Council Of Western New York And Vicinity Pension Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20250311101507NAL0010634435003) for Iron Workers District Council Of Western New York And Vicinity Pension Plan, reported by Board Of Trustees Of Iwdc Of Wny And Vicinity Pension Plan under EIN 51-6077088 and plan number 001. It reports 2,288 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250311101507NAL0010634435003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of Iwdc Of Wny And Vicinity Pension Plan
- EIN
- 51-6077088
- Plan number
- 001
- Location
- Rochester, NY
- Participants
- 2,288
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $172,093,063
- Total liabilities (EOY)
- $5,006,070
- Net assets (EOY)
- $167,086,993
- Employer contributions
- $8,098,610
- Total income / additions
- $16,258,680
- Benefits paid
- $16,006,219
- Administrative expenses
- $1,068,765
- Total expenses
- $17,074,984
- Net increase / (decrease)
- -$816,304
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Manning & Napier Advisors, LLC | NONE | $275,478 | $0 |
| Segal Company | NONE | $155,050 | $392 |
| Iwdc Of Wny & Vicinity Welfare Fund | AFFILIATED BENEFIT FUND | $133,073 | not reported in the loaded dataset |
| Invesco Balanced-Risk Alloc. Trust | NONE | $102,660 | not reported in the loaded dataset |
| Loomis Sayles & Company L.P. | NONE | $94,136 | not reported in the loaded dataset |
| Prudential Insurance Co. Of America | NONE | $93,548 | $0 |
| Invesco Core Real Estate | NONE | $90,459 | $0 |
| Blitman And King Llp | NONE | $84,071 | $188 |
| Segal Marco | NONE | $67,833 | $670 |
| Arcara Lenda Eusanio & Stacey Cpas | NONE | $67,498 | $118 |
| Wellington Mgmt Company LLC | NONE | $52,687 | not reported in the loaded dataset |
| Wilmington Trust, N.A. | NONE | $15,502 | $0 |